WealthPlus

Lead the strategy and execution of the onboarding function, overseeing new client setup, plan conversions, and payroll integrations. Build and manage the team and scalable playbooks to ensure a smooth transition for all stakeholders onto the WealthPlus platform.

Lead the strategy and execution of the onboarding function for new clients, strategic partners, and plan conversions. Build and maintain implementation playbooks and service standards to ensure a smooth transition onto the WealthPlus platform.